Kerntke Otto McGlone Wealth Management Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Kerntke Otto McGlone Wealth Management Group’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-48,810	Closed	-$1.23M	–	114
2021 Q2	$1.23M	Buy	48,810 +915	+2%	+$23.1K	0.49%	36
2021 Q1	$1.16M	Buy	47,895 +1,029	+2%	+$23.4K	0.61%	37
2020 Q4	$1M	Sell	46,866 -7,863	-14%	-$159K	0.59%	40
2020 Q3	$1.01M	Buy	54,729 +8,505	+18%	+$157K	0.74%	35
2020 Q2	$797K	Buy	+46,224	New	+$781K	0.73%	37

Other funds holding SCHD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's SCHD Position: Q3 2021 in Review

Kerntke Otto McGlone Wealth Management Group sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2021, closing a stake of 48,810 shares — an estimated $1.23M sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in SCHD in Q2 2020 and held it in 5 quarters. The position peaked at $1.23M in Q2 2021. 927 funds tracked by Wall St. Rank hold SCHD as of Q3 2021.

Kerntke Otto McGlone Wealth Management Group reported no remaining Schwab US Dividend Equity ETF position as of Q3 2021 after selling out during the quarter.
Kerntke Otto McGlone Wealth Management Group sold 48,810 Schwab US Dividend Equity ETF shares in Q3 2021, an estimated $1.23M.
Kerntke Otto McGlone Wealth Management Group first reported a position in Schwab US Dividend Equity ETF in Q2 2020 and held it in 5 quarters.
Kerntke Otto McGlone Wealth Management Group's Schwab US Dividend Equity ETF position peaked at $1.23M in Q2 2021.
927 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2021.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q3 2021, filed 9 Nov 2021.